01749670087 enquiries@pilgrimfp.co.uk

What we offer

View of Vicars Close, Wells, Somerset

 

I am extremely happy to be dealing with Pilgrim Financial Planning and, in particular, Arnold Wills. I feel totally comfortable with all the personal financial advice I receive, especially as I am a widow and want to pro­vide a secure future for my two daughters and two young Grandchildren (soon to be three). I also like the fact that PFP liaise with other professional advisers thereby provid­ing advice across the board, giving options as to what is best for me and my family. I would highly recommend PFP to anyone seeking integrity, personal and secure advice for financial help in these difficult times.
Mrs S, Somerset

We aim to offer our clients

  • an efficient, first-class, professional financial planning service whilst retaining the personal touch
  • working with your other professional advisers - a strong combination for YOU
  • the benefit of our years (and years!) of experience and study
  • a transparent and honest approach to working with you
  • financial plans tailored to your specific requirements, regularly reviewed and adjusted over time
  • research and administration backed up by the latest technology
  • assurance of our confidentiality and trustworthiness

CII

Pilgrim Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 539738 http://www.fca.org.uk/register.

Pilgrim Financial Planning Ltd Registered Address: Thyer House, Wells, BA5 2RR. Registered in England & Wales, No. 7450215.

Neither Pilgrim Financial Planning Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at http://www.financial-ombudsman.org.uk.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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